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home
about us
Investment Approach
Client Service Approach
Market Analysis Summary
Mission Statement
Value Proposition
Team Biographies
Firm ADV PDFs
Form CRS
Firm Brochure-Part 2A of Form ADV
Brochure Supplement Amit Stavinsky
Brochure Supplement Frank Parks
Brochure Supplement Dominick Savo
Brochure Supplement Richard Mason
Brochure Supplement Joe Estes
Brochure Supplement Jonathan Ezra
Statement Of Financial Strength
Job Opportunities
Tamar Advisors
Own Your Practice
Letter to Clients
member log-in
contact us
PRODUCTS
Fixed Income Portfolio (FIP)
FIP Program
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Market (TAM)
TAM sm Program
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Fund (TAF)
TAF sm Program
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Value (TAV)
TAV Program
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Municipal Bonds
Taxable Bonds
Par, Premium, and Discount Bonds
Rating and Analyzing Bonds
Refunding & Pre-refunding
Bond Yields
Yield Curve
Secured Bonds
Mortgage Bonds
Unsecured Bonds
Debentures
Subordinated Debentures
Zero-Coupon Bonds
Convertible Bonds
High Yield Dividend Stocks
Independent Money Managers
Fees & Compensation
Corporate Cash Management
Fees & Compensation
Estate Planning
Financial Planning
Client Service Approach
Client's Responsibilities
Fees
Implementation
Legal Services
Termination
Professional Alliance Network
Client Service Approach
Client's Responsibilities
Fees
Implementation
Legal Services
Termination
MUNICIPAL BONDS
Municipal Bond Presentation
About Us
The Management
Global Asset Allocation Products
FIP Program
Classifying Municipal Bonds
Revenue Bonds
Credit Factors Affecting General Obligation Bonds
Credit Factors Affecting the Quality of Local Municipal Bonds
Analyzing the Credit Quality of General Obligation Bonds
Analyzing the Credit Quality of Revenue Municipal Bonds
What We Normally Buy
What We Normally Don’t Buy
Municipal Bonds – Unique Asset Class
Default Rates
Yield Difference
Turnkey Operation Platform
Advantages of Our Bid Wanted System
Advantages of Our Clearing System
Preferred Custodian Settlement
Advantages of Same-Day Allocation
TSL’s Turnkey Operation Platform
Classifying Municipal Bonds
Revenue Municipal Bonds
Types of Revenue Municipal Bonds
Industrial Development Revenue Bonds
Lease-back Bonds
Special Tax Bonds
NHA/PHA Bonds
Moral Obligation Bonds
Municipal Notes
TANs/RANs
BANs
CLNs/GANs
Variable Rate Bonds/Notes
Build America Bonds
Double-Barreled Bonds
Bond Index Components
Open-end-Closed-end-Indenture
Sinking Fund
Bond Contracts
Bond Indenture
Official Statement
Bond Issuance Process
Analyzing GO Bonds
Analyzing Revenue Bonds
Debt Ratios
General Price Analysis of Municipal Bonds
Liquidity
Interest Rate Risk
Credit Risk
Coupon Risk
Maturity Risk
Municipal Bond Insurance
Municipal Bonds Unique Asset Class
Default Rates
What We Buy Currently
What We Normally Don’t Buy
Turnkey Operation Platform
Advantages of Our Bid Wanted System
Advantages of Our Clearing System
Preferred Custodian Settlement
Advantages of Same Day Allocation
Traditional Broker/Dealer Execution Flow
TSL's Turnkey Operation Platform
INDEX FUNDS
Total Asset Fund (TAF)
TAF® Program
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Additional Information
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
EVENTS
FIP
Event Schedule
TAM
Event Schedule
Total Asset Market (TAM sm) Presentation
TAF
Event Schedule
Total Asset Fund (TAF sm) Presentation
MVS
Event Schedule
Market Value Securities (MVS sm) Presentation
Featured Event
Calendar of Events
Events History
Investing During Uncertain Times
Read FULL Seminar Here
Tax-Free Income Seminar
Bond Fund Seminar
RSVP-Signup Form
MARKET RESEARCH
Featured Quarterly Newsletter
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Latest News about UK:HSBA
Recent news which mentions UK:HSBA
DAX jumps to near four-month high as easing German inflation boosts ECB rate cut hopes
November 29, 2023
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UK:REDD
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JPMorgan says go short European bank stocks as headwinds build
October 30, 2023
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HSBC sets aside $300 million extra for performance pay and $3 billion for stock buybacks
October 30, 2023
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August 01, 2023
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HSBC moving out of Canary Wharf into Central London
June 26, 2023
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Five banks unlawfully shared information on government bonds, U.K. regulator says
May 24, 2023
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May 02, 2023
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HSBC’s profit more than three times higher than a year ago, as net interest income surges
May 02, 2023
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HSBC CEO pressured staff to make loan to firm where his daughter work, lawsuit alleges
March 31, 2023
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Silicon Valley Bank collapsed at a speed not seen since a rogue trader did for Barings, says Bank of England’s Bailey
March 28, 2023
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SVB U.K. was just sold for £1 — here’s what else you can buy.
March 13, 2023
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SVB’s rescue means the Fed won’t hike rates in March, says Goldman Sachs
March 13, 2023
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SVB’s U.K. arm bought for £1 by HSBC after Treasury and Bank of England lead negotiations
March 13, 2023
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European bank stocks slide on worries over their holdings of bonds
March 10, 2023
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HSBC profit more than doubled, boosted by higher interest rates
February 21, 2023
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FTSE 100 hits fresh record above 8,000 on weak pound and renewed demand for energy stocks
February 16, 2023
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HSBC Holdings stock slumps after surprise CFO change
October 25, 2022
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From
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HSBC Holdings profit tumbles 46%, amid impairment charges, more provisions for bad loans
October 25, 2022
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From
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There’s a good bet to be made in this ‘un-investable’ country, says UBS
October 07, 2022
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Short positions are building in Credit Suisse, but it’s still not the European bank with the most bets against it.
October 05, 2022
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HSBC
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HSBC profits beat expectations in second quarter
August 01, 2022
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Standard Chartered profit rises 4% as interest income offsets impairment charges
April 28, 2022
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HSBC first-quarter profit drops 28%
April 26, 2022
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Shares of Chinese EV-maker NIO start trading in Hong Kong
March 10, 2022
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Weighed by worries over Russia-Ukraine war, European stocks face worst week since October 2020
March 04, 2022
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BP
FB
HSBC
SHEL
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TTE
UK:HSBA
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Russian-listed stocks tumble in London, while BP plunges on Rosneft exit
February 28, 2022
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HSBC
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Hargreaves Lansdown shares slump, while Smith & Nephew soar as U.K. stocks grapple with geopolitics
February 22, 2022
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Shell a lone bright spot as European stocks tumble, energy prices soar on Russia-Ukraine tensions
February 22, 2022
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Banks and pharmaceutical companies lead in London, while Synairgen, Morses shares tumble
February 21, 2022
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